What are auto-generated receipts?

Attaching receipts to transactions helps you keep track of company spend and stay compliant. It can even be made into a requirement by adding an expense policy to budgets. But most spend happens on the go, so finding the time to capture and upload receipts can be difficult.

As a solution, we’ve introduced auto-generated receipts on Brex Empower. This means cardholders can transact with a number of common vendors (including Amazon, major airlines, etc) and a virtual receipt will be automatically attached to the transaction in the Brex dashboard.  We’ll send an alert that the receipt was added, and no further action is needed.

How does it work?

Auto-generated receipts are not possible with every merchant, but when merchants share certain transaction details through the card network — like items purchased. Brex gathers this information to reconstruct detailed receipts that meet IRS and audit requirements.

Receipts can also be automatically generated on transactions with less common vendors, either at the time the transaction is made or 1-3 days afterward.

In most cases, the data collected on these auto-generated receipts will include merchant details, items purchased, and amount spent. After the transaction clears, the itemized receipt will be available for review on the Brex mobile app and dashboard, and can be found using the steps below.

Step 1: Click the Expenses tab in your dashboard, then select the transaction.

Step 2: Under Budget & policy, select the arrow on the right side. This will reveal the Budget, Receipt, and Memo fields.

Enabling or disabling

Account or card admins can enable or disable this feature any time they wish by following these steps.

Step 1: In your dashboard, click your name in the top right and go to Settings.

Step 2: Go to the Expenses tab and, under Compliance, toggle on or off Enable auto-generated receipts.

Step 3: If turning off auto-generated receipts, click Turn off in the popup window, checkmark the reason(s) for turning the feature off, and click Submit.

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